amit(@amitisinvesting):Bond markets are now open. Yields are down nicely...but maybe because semis are down badly overnight. $SMH is down another 2%. KOSPI, which is basically two South Korean companies in the memory trade, just got a limit down halt. It's almost as if the credit market is saying that the AI trade needs to go lower for people to buy bonds to get yields to come down.

amit

@amitisinvesting

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amit@amitisinvesting

2026.10.13 01:56

Bond markets are now open. Yields are down nicely...but maybe because semis are down badly overnight. $SMH is down another 2%. KOSPI, which is basically two South Korean companies in the memory trade, just got a limit down halt. It's almost as if the credit market is saying that the AI trade needs to go lower for people to buy bonds to get yields to come down.